Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Groves is a financial advisor with Fidelity Personal And Workplace Advisors. Laura has been a financial advisor since 2000. Prior to joining Fidelity Personal And Workplace Advisors, Laura was an advisor at Wells Fargo Advisors, LLC and UBS Financial Services Inc. Laura is registered in 53 states and 2 territories as a broker-dealer and in 2 states as an investment advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
FL
06/01/2015 - 07/26/2016
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
09/26/2013 - 06/09/2015
UBS FINANCIAL SERVICES INC. (NAPLES FL)
FL
11/13/2006 - 09/06/2013
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
NY
07/30/2004 - 04/28/2006
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/04/2000 - 07/12/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/26/1999 - 09/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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